Self Help Desktop Studio - Content Validation Workflow
The procedures and resources for each Self Help project are managed via a content validation workflow from creation up to publication. This tool optimizes Self Help project content made available to writers and administrators.
- Contributors can assign a status to the Procedure or Resource component once they have performed their task, e.g. writing, proofing, adding information, etc.
- The status changes with the progress of task completion by contributors.
- Final validation indicates that content publication can be performed.
Notes
- Statuses are defined by EasyVista.
- You cannot create a new one or modify an existing one.
- The status changes as the workflow url progresses: Draft, To be approved, Rework, Approved, Published.
- The initial status for all content created in a Self Help project is Draft.
- The status of all content imported from a Self Help project can be kept (i.e. status saved in the archive), or initialized using one of the workflow statuses.
- You can force the publication of a Self Help project even if some of its content is not approved.
Description of the process steps
See How to assign a status to content.
| Step | Contributor | Description/Notes | Status assigned to content | |||
|---|---|---|---|---|---|---|
| Content creation | Writer |
|
Draft
Note: Automatically assigned status |
|||
| Self Help project content import | Writer |
|
Statuses are identical to those in the source project or initialized using a specific status
Note: The writer indicates the status applicable to all content when importing the archive |
|||
| Content approval request | Writer of content |
|
To be approved
Option in the contextual menu: Request change approval |
|||
| Change approval | Expert |
|
Approved
Option in the contextual menu: Approve changes |
|||
| Writer of content |
|
Approved
Option in the contextual menu: Approve changes now |
||||
| Change Rejection | Expert |
|
Rework
Option in the contextual menu: Reject changes |
|||
| Publication | Administrator |
|
Published
Note: Automatically assigned status, only for content whose previous status was Approved. |
|||
Procedures
How to assign a status to content
Step 1: Select the Self Help project.
1. Select the Self Help project in the tree structure of the Explorer pane in the Desktop Studio in edit mode.
2. Click 
to display the tree structure.
Step 2: Assign a status to content.
1. Right-click the content and select a status from the contextual menu.
Note: The statuses available depend on the progress of the workflow for the selected content. See Description of the process steps.
The status in the tree structure will be refreshed.
How to see the content status
Step 1: Select the Self Help project.
1. Select the Self Help project in the tree structure of the Explorer pane in the Desktop Studio in edit mode.
2. Click to display the tree structure.
Step 2: View the statuses for all components.
1. Click 
in the toolbar in the Explorer view.
2. Click Show status or Hide status to show or hide the status of each component.
Filter the content displayed in the tree structure by selecting the statuses you want from the drop-down list.
Step 3: View the status of a specific component.
1. Display the Properties view by selecting View > Properties in the menu.
2. Select the Info tab.
